Keeping your email communications professional and accurate is essential in the credit repair business. With ScoreCEO, you can easily customize system email templates by updating the sender type—ensuring every email reflects the right person or role within your organization.
In this step-by-step guide, we’ll walk you through how to update the sender settings in your system email templates to match your workflow and permissions.
✅ What You’ll Learn:
How to access ScoreCEO's email template settings
How to choose the right sender (Role, User, or Logged-in User)
How to apply and save your changes
? Step-by-Step Instructions
1. Log In to Your ScoreCEO Account
Go to https://beta.scoreceo.com/rightcredit
Enter your username and password, then click Login.
2. Open the Configuration Menu
Hover your mouse over the gear icon (configuration bubble) at the top-right corner of the screen.
Click “Configuration.”
3. Access Campaign Configuration
Click on “Campaign Conf.” in the left-side menu.
4. Open System Email Templates
Click “System Email Templates.”
From here, you’ll see a list of all system email templates available.
5. Choose the Template You Want to Edit
Scroll to find the template you’d like to update.
Locate the “Sender” field and click the dropdown menu.
6. Select the Sender Type
You’ll have three sender options:
Role: Uses the sender based on user role permissions (e.g., Admin, Customer Service Rep, Processor).
User: Sends the email from a specific ScoreCEO user (e.g., “John Doe”).
Logged-in User: Uses the credentials of the person currently logged into the platform.
Choose the sender type that best fits your needs.
7. Save Your Changes
Click “Save” to apply the updates to the email template.
? Why It Matters
Customizing your email sender improves professionalism, trust, and clarity in client communication. It also helps ensure that emails are sent from the correct team member or role, which is especially important for TSR compliance and client engagement.
? Key Benefits
Keeps client communication consistent and professional
Saves time by automating role-based email templates
Enhances clarity across support, processing, and onboarding workflows
Supports team accountability and user-specific branding
? Pro Tip
Make sure all users and roles are correctly configured in your system before assigning them as senders. This ensures no interruptions in automated email communications.
? Keywords:
ScoreCEO email settings, update sender email ScoreCEO, email template customization, ScoreCEO automation, credit repair CRM email, system email ScoreCEO, CRM email templates
? Need More Help?
Visit our Support Center or schedule a live demo to dive deeper into using ScoreCEO for your credit repair business.